Andrew Perri, financial advisor Brighton MI

Andrew Perri

CRD Number: 2801727
Current Firm: Pinnacle Wealth Management, Inc.

Andrew Perri (CRD# 2801727) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Brighton, MI and has over 27 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Pinnacle Tax Advisory, LLC Brighton, MI Nov 2014 - Current 9
Pinnacle Wealth Management, Inc. Brighton, MI Dec 2007 - Current 16
Berthel Fisher & Company Financial Services, Inc. Brighton, MI Nov 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Oct 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew S. Perri
Phone Number: 810-220-6322
Registered State(s):
  • FL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    933
    ACCOUNTS
  • Average Account Value
    $140,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, MI, TX

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